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Would you like your grandchildren to remember you—not just for your wealth, but for the wisdom and values you leave behind, and for the impact you made in the world?

Conventional financial advisors solve financial problems. But among financial and familial issues are often intertwined.

  • If one of your children wants to work in your business but another child wishes to become a doctor and has no interest in your business, how can you create an estate plan that treats your children equitably and also fosters close family ties between siblings?
  • How can you ensure your aging parents are properly cared for?

At The Oxford Group of Lake Success, we have experience in applying our own systematic processes to structure solutions that leverage your family’s wealth to support our traditional values.